Privacy Policy

Marion-Douglas Financial & Insurance Services ("Marion-Douglas," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

Information we collect

We may collect personal information that you voluntarily provide to us, such as your name, email address, phone number, mailing address, employer information, and any details you include in messages or forms. We may also collect information automatically through cookies and similar technologies, including your IP address, browser type, pages visited, and time spent on the site.

How we use your information

• Respond to your inquiries and schedule consultations
• Provide financial, insurance, and employee benefits services
• Process applications, underwriting, and administrative requests
• Communicate updates, reminders, and service-related information
• Improve our website, marketing, and client experience
• Comply with legal and regulatory obligations

Sharing your information

We do not sell your personal information. We may share information with trusted third parties who assist us in operating our website, delivering services, or complying with legal requirements. These include insurance carriers, retirement plan administrators, legal and accounting professionals, and technology service providers. We require these parties to maintain confidentiality and use the information only for the intended purpose.

Cookies and tracking

Our website may use cookies and similar technologies to enhance your browsing experience and analyze site traffic. You can control cookie settings through your browser. Some third-party services embedded on our site, such as analytics or marketing tools, may also use cookies subject to their own privacy policies.

Data security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Your choices

You may choose not to provide certain information, though this may limit our ability to assist you. You may also opt out of marketing communications at any time by following the unsubscribe instructions included in those messages or by contacting us directly.

Third-party links

Our website may contain links to third-party websites, including partner carriers, regulatory resources, and social media platforms. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.

Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. The effective date at the top of this page indicates when the policy was last revised. We encourage you to review this page periodically.

Contact us

If you have questions about this Privacy Policy or how we handle your information, please contact us: